How do I adjust my keep in touch settings for each relationship type?
You can set your keep in touch reminder settings for your various Relationship Types in Cloze.
Cloze offers many options including:
- 1 day
- 2 days
- 3 days
- 2 weeks
- 3 weeks
- 45 days
- 6 months
For example if you want to be reminded to stay in touch with Partners every month or suppliers every three weeks, follow the instructions below.
Note: You can repeat these adjustments for all relationship types (customers, suppliers, advisers and any custom segments you have created).
VIDEO: How to organize your contacts in Cloze with Stages, Segments and Steps.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Customizations section and tap on People and Companies to expand the section. .
4.) Adjust the sliders in the Keep In Touch section to fine tune your reminders.